Financial Fitness: Start 2025 with Focus
As the CEO and CFO of your life, you are in charge of your personal financial enterprise. The new year is a perfect opportunity to take stock and gain clarity to help ensure your finances accentuate your journey.
Here are five steps to help you reflect, refocus, and realign your financial priorities for the year ahead: 
TRACK YOUR SPENDING
Gain clarity on where your dollars go. Identify unnecessary spending and redirect it toward savings or areas that enrich your life.
SET A SAVING GOALS
Ensure you're on track to maintain your current lifestyle in retirement. Knowing your target helps align your daily financial decisions with the life you want.
MAXIMIZE TAX-DEFERRED SAVINGS
Contribute to a workplace retirement plan (especially if there’s a match) or an IRA. Don’t overlook 2025’s updated contribution limits.
AUTOMATE SAVINGS AND BILLS
Simplify your finances by automating savings and bill payments. Free up mental energy for what truly matters.
INVEST IN YOURSELF
Prioritize activities that bring joy—both in connection to others and in solitude. Celebrate life’s simple joys and make time for what fulfills you.
SET YOUR INTENTIONS
Make this year your most intentional one yet and Happy New Year!
If you want to learn how an integrated approach to financial planning can help maximize your wealth in the new year, connect with me on a complimentary strategy call.* Let’s help you find the clarity you seek.